Q: Hello Peter, I have positions in several US stocks, including JPM, JNJ, ADM, GOOGL, MET, PG, KHC, GE and CISCO. I would like to add a solid US stock for a long-term hold. A few weeks ago, you mentioned a smaller company, Collectors Universe, as a investment idea. The dividend is excellent and it has a pretty good track record of share price gains. Do you still like this as a current buy, or would you prefer something like ITRI, EBIX, FLIR or CGNX (which you've also mentioned). I don't need the income, so my criterion would basically be the best longer-term, overall, risk-adjusted return. Thank you!
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I noticed that you have this stock on the Income Portfolio, if you could only choose one technology for a RRSP from all 3 portfolio that you cover would you choose still ET or one of the other tech stock that you cover? This is for a long term hold. If you were to choose another stock which one would it be?
Thanks
Thanks
Q: Is Shopify buyable here or is it too expensive? I realize it is growing quicky but the stock never seems to pull back. Also, please charge me two question credits if you like, but what are the consensus revenue figures for 2018, 2019 and 2020. Thanks.
Q: What is your outlook for the company? Thank you
Q: Please your view on Mitel's results released today.I am down 17%.Is it worth holding?If not,please suggest your best 3 stocks(in order of preference) as replacement.Always appreciate your usual great services & advices.
Q: The accelerating economic trend towards online commerce is one I feel is woefully underrepresented in my current portfolio. How would you suggest I address this today? Buy AMZN? Buy SHOP? Would half positions make sense given the strong runs these stocks have had?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.26)
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Constellation Software Inc. (CSU $4,301.83)
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Kinaxis Inc. (KXS $187.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
Q: I am underweight technology and have targeted KXS as my first purchase in this sector. Can I please get your other top 3 technology picks to build a well diversified technology portfolio.
Thanks and keep up the great work!
Thanks and keep up the great work!
Q: After that huge run up yesterday, I see on Twitter that Merrill Lynch has an out rite sell on the stock
What are your thoughts going forward.
Thanks
What are your thoughts going forward.
Thanks
Q: Would you consider SHOP a buy at these levels.
Thank You
Craig
Thank You
Craig
Q: Can you please give me your thoughts on Imperva (IMPV)?
Q: Can you please comment on the recent NXJ results, they don't seem to sit well with the market. Do you think it has potential?
Q: Do you know if there is already any shot activity on Shopify ? or any threat of such action.
Would Shopify be a suitable candidate for a "short attack"
Would Shopify be a suitable candidate for a "short attack"
Q: May I have your thoughts wrt to their earnings and their potential going forward? Hold or buy?
Thanks for your great service!
Thanks for your great service!
Q: Shopify reports next week, and I would assume there will be a large loss reported. Does that mean Monday we will see a large run on the stock and should we consider unloading to lighten exposure.
Thanks
Thanks
Q: Comments please on Constellation's latest quarter.
Thank you
Thank you
Q: Hi Peter,
I have a 5% position in Blackberry. Can you please let me know your take on this stock.
Thank you,
Tom
I have a 5% position in Blackberry. Can you please let me know your take on this stock.
Thank you,
Tom
Q: What do you think of Shopify's new card?
Q: What is your assessment ? Thank you
Q: How does LMP look now to take a position ? Thanks, Paul
Q: Hi 5i, BB added to S&P/TSX shareholders yield, is that mean pay special dividends? Thank you